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Cboe Global Markets

Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
551
Wellington Management Group
Massachusetts
$476K +$32.2K +134 +7%
OF
552
Optimize Financial
California
$476K +$48.5K +202 +12%
SPIA
553
Steward Partners Investment Advisory
New York
$469K -$586K -2,439 -56%
Fiera Capital (Canada)
554
Fiera Capital (Canada)
Quebec, Canada
$469K
CCM
555
Coldstream Capital Management
Washington
$469K +$66.1K +275 +17%
AFG
556
Atomi Financial Group
New York
$467K +$240 +1 +0.1%
SC
557
Syon Capital
California
$466K +$87K +362 +24%
SC
558
Savant Capital
Illinois
$464K +$3.12K +13 +0.7%
DS
559
DRW Securities
Illinois
$458K +$1.44K +6 +0.3%
BPWM
560
BCS Private Wealth Management
New Jersey
$456K +$19.2K +80 +4%
BPC
561
Banque Pictet & Cie
Switzerland
$455K -$2.64K -11 -0.6%
PAM
562
Panagora Asset Management
Massachusetts
$451K -$76M -316,297 -99%
UCFA
563
United Capital Financial Advisors
Texas
$444K +$102K +423 +30%
JWCA
564
J.W. Cole Advisors
Florida
$443K +$11.5K +48 +3%
SAI
565
Savvy Advisors Inc
New York
$438K +$38.7K +161 +10%
AW
566
Apricus Wealth
South Carolina
$436K +$15.6K +65 +4%
AWA
567
Aaron Wealth Advisors
Illinois
$433K +$101K +420 +31%
CGL
568
Clarius Group LLC
Washington
$428K +$26.9K +112 +7%
GLA
569
Great Lakes Advisors
Illinois
$423K -$3.6K -15 -0.9%
IAA
570
Independent Advisor Alliance
North Carolina
$409K -$24K -100 -6%
BBA
571
Baader Bank Aktiengesellschaft
Germany
$408K +$240 +1 +0.1%
BMCM
572
Bryn Mawr Capital Management
Pennsylvania
$401K +$1.44K +6 +0.4%
BAM
573
Belpointe Asset Management
Nevada
$400K -$92.5K -385 -19%
SBFM
574
S-Bank Fund Management
Finland
$395K -$5.04K -21 -1%
PWP
575
Principle Wealth Partners
Connecticut
$392K